2026-01-12 08:40:09

The uncertainty in the Middle East situation is re-pricing risk assets. The market is gradually digesting the potential impact of this geopolitical factor on commodities, and the outlook for crude oil may face a reshaping of logic.

On the other hand, the release of US inflation pressures has essentially been completed. The previous optimistic expectations of a Fed rate cut in Q1 have cooled down—this has put significant pressure on risk assets. The delay in the rate cut window means that the liquidity environment is unlikely to see a significant improvement in the short term.

Against this backdrop, the performance of mainstream assets such as $SOL, $ETH, #Solana行情走势解读 , etc., will depend more on the market’s re-evaluation of the macro situation. The entire crypto market is in a transition period between old and new expectations, waiting for a new price equilibrium.

SOL0,58%

ETH1,97%

DN-11,57%

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ChainWanderingPoet

· 01-12 09:05

Interest rate cuts are gone, liquidity is gone, how to trade? Sol now looks like a gambling machine --- Middle East chaos causes oil prices to soar, but what are we waiting for in the crypto world... still have to look at the Fed's face --- Is it a transition between old and new expectations? Sounds nice, but actually no one knows what to do next --- $SOL this wave needs to rely on macro cognition to save it, but the problem is who the hell understands macro now --- Liquidity has no short-term prospects, so just keep lying flat, waiting for the price equilibrium point to come to us voluntarily --- After the rate cut in Q1 cooled down, I realized how illusory those previous optimistic expectations were --- To understand the next step in the crypto world, first figure out the Middle East situation, oil prices, the Fed... it's damn complicated --- The logic of crude oil has been reshaped, and the crypto market must also be reshaped accordingly. This rhythm really makes people breathless

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SchrodingerWallet

· 01-12 09:05

The rate cuts are over, liquidity has cooled down, and this wave will probably decline for a while.

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MetaverseMigrant

· 01-12 09:04

The rate cut expectations have cooled down, and this wave is indeed tough. Let's wait for the equilibrium point. --- The Middle East is stirring again, the Federal Reserve is not cutting rates, what can SOL do? --- It's nice to call it a transition period, but basically it's just repeatedly getting beaten at the bottom. --- The real pain is when liquidity dries up; macro understanding still needs to come slowly. --- The logic behind crude oil reshaping can't be rushed; crypto is just following along for fun. --- Wait, wait, wait, it feels like we've been waiting for a new equilibrium point that never comes. --- Inflation has been released, but rate cuts haven't arrived; this contrast is truly sharp. --- SOL has been pushed around by these macro factors to the point of having no temper.

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BetterLuckyThanSmart

· 01-12 08:47

The expectation of rate cuts has cooled off, and SOL might experience another wave of volatility. The situation in the Middle East is also unclear; liquidity is still king. Wait, do we really need to reprice based on macro fundamentals? It still feels like we should buy the dip and wait for signals. The old and new expectations are just alternating like this, bouncing back and forth. Where is the price equilibrium? Can anyone really calculate it? After this round, it feels like the market is just betting on rate cuts. Are we losing the bet now?

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